Welcome to

iconic jewel pro tax

SOFTWARE

As a prominent provider of professional tax software, our primary goal is to foster growth alongside our partners.

The Rich Jewel of Taxes APPROACH

Let’s take a look at
what we have for you!

The Rich Jewel of Taxes offers a range of software solutions tailored for tax professionals, rooted in our fundamental principles: Product Excellence, Streamlined Processes, and Unwavering Value Commitment.

01: Product

Our products are exceptionally unique and tailor-made for the tax industry. We are dedicated to continuous adaptation and innovation every year. Our unwavering focus on product excellence sets us apart in the industry

02: Process

We've perfected a streamlined process that our clients adore and rely on year after year. Whether you need support, training, or simply want advice, our seamless and efficient process ensures a hassle-free experience every time.

03: Value

We deliver unparalleled value in the tax industry. Our unique offering is directly tied to the growth of our customers in multitude of ways. We aren't merely a software company; we are genuine partners, dedicated to your success.

The Rich Jewel of Taxes Professional Tax Software

We offer two distinct software solutions to cater to your diverse tax preparation needs: The Rich Jewel of Taxes Online and {location.name}} Desktop.
Whether you prefer the convenience of cloud-based software accessible from anywhere or the reliability of a desktop application that runs locally on your computer, we have the perfect solution for you.

The Rich Jewel of Taxes PRO ONLINE

A Complete Online Solution
24/7 Access

Our web-based software package enables seamless preparation and e-filing of individual tax returns on multiple devices. Our tax software includes free federal and state electronic filing, comprehensive coverage of state and local taxes, and top-rated technical support.

Enjoy a custom-built, integrated CRM with your tax software, featuring numerous unique tools tailored to grow your tax business.

The Rich Jewel of Taxes DESKTOP

Professional Tax Software
Trusted since 1989

The Rich Jewel of Taxes Desktop stands out as the premier desktop professional tax software solution tailored for high-volume tax businesses in the industry. Crafted to cater to the demands of bustling tax offices dedicated to delivering swift and precise tax returns to their clients.

The Rich Jewel of Taxes Software has consistently proven itself as a trustworthy software solution, earning a reputation that endures to this day.

50,000+

SATISFIED CUSTOMERS

25+

YEARS EXPERIENCE

25M+

LOYALTY ADVANCES

15+

The Rich Jewel of Taxes PRODUCTS

Our Features

We offer the most unique sets of features you'll find in the tax industry—and we really mean it!
Take a look for yourself.

Automated-Referrals

Utilize your current book of business to fuel growth this tax season with The Rich Jewel of Taxes ! One of the best features we have in our portfolio, we offer you the industry's only integrated, funded automated-referrals platform. You choose the amount, we fund it! No spreadsheets or time wasted. Effortlessly send affiliate links to your clients. Direct deposit all referrals payouts. Simplify the whole referral process and grow your business.

One Tap Zoom Support

Introducing our new Zoom support channels for both Sales and Support at The Rich Jewel of Taxes! Connect with us instantly and get all your questions answered in real time. Our dedicated team is here to assist you with any inquiries you have. Experience seamless communication and top-notch support by joining our Zoom channels today. Try it now and discover the ease of getting the help you need!

Marketing

We don’t just give you tax software—we help you grow your business. Every The Rich Jewel of Taxes and Service Bureau partner gets access to powerful marketing tools designed to attract more clients and boost your online presence.

Mobile Link

The Rich Jewel of Taxes offers a highly distinctive method for remotely filing tax returns for your clients. The Mobile Link is more than just a mobile app; it's seamlessly integrated within your CRM, providing easy access. Create and send a link from your CRM account, eliminating the need for customers to download any additional applications or provide extra information. Once submitted, the tax return is automatically generated in your tax software and added to the Leads system inside of the CRM.

Text Message

Streamlining client connections has never been more convenient! The Rich Jewel of Taxes introduces a unified platform for effortlessly managing your communication with all clients simultaneously. Easily send mass text messages and engage in one-on-one conversations. Enjoy the convenience of automated initial text messages for birthdays and holidays, always keeping you in touch with your clients.

Call Tracking

As part of our comprehensive packages, we provide call tracking services through The Rich Jewel of Taxes, offering access to versatile tracking numbers seamlessly integrated into your CRM system. This allows you to efficiently route calls to any phone or office in real-time. Enjoy the convenience of instant access to recorded inbound and outbound calls, Additionally, customize your greetings to enhance the callers experience.